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Portfolio (Quarterly) Guide ↗

Tortoise Investment Management, LLC

· CIK 0001599511
13F Portfolio $1.1B AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1554 New
Page 59 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 DT DYNATRACE INC Technology 11.0 $533.0 NEW $48.45 -16.9%
1162 LIFE360 INC 5.0 $532.0 NEW $106.40
1163 CHRW C H ROBINSON WORLDWIDE INC Industrials 4.0 $530.0 NEW $132.50 +33.4%
1164 WTFC WINTRUST FINL CORP Financial Services 4.0 $530.0 NEW $132.50 +14.9%
1165 IDA IDACORP INC Utilities 4.0 $529.0 NEW $132.25 +8.4%
1166 RALLIANT CORP 12.0 $525.0 NEW $43.75
1167 FLEX FLEX LTD Technology 9.0 $522.0 NEW $58.00 +142.1%
1168 OSK OSHKOSH CORP Industrials 4.0 $519.0 NEW $129.75 +0.3%
1169 PLNT PLANET FITNESS INC Consumer Cyclical 5.0 $519.0 NEW $103.80 -48.9%
1170 MSA MSA SAFETY INC Industrials 3.0 $516.0 NEW $172.00 +0.5%
1171 WYNN WYNN RESORTS LTD Consumer Cyclical 4.0 $513.0 NEW $128.25 -20.5%
1172 BPOP POPULAR INC Financial Services 4.0 $508.0 NEW $127.00 +19.4%
1173 UPST UPSTART HLDGS INC Financial Services 10.0 $508.0 NEW $50.80 -39.8%
1174 AMCOR PLC 62.0 $507.0 NEW $8.18
1175 AGM FEDERAL AGRIC MTG CORP Financial Services 3.0 $504.0 NEW $168.00 +7.5%
1176 GNRC GENERAC HLDGS INC Industrials 3.0 $502.0 NEW $167.33 +61.2%
1177 SSD SIMPSON MFG INC Industrials 3.0 $502.0 NEW $167.33 +15.6%
1178 UNF UNIFIRST CORP MASS Industrials 3.0 $502.0 NEW $167.33 +59.0%
1179 LITHIUM ARGENTINA AG 150.0 $501.0 NEW $3.34
1180 BOOT BOOT BARN HLDGS INC Consumer Cyclical 3.0 $497.0 NEW $165.67 +1.6%
Page 59 of 78  ·  1,554 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 63.1%
Technology 16.0%
Industrials 6.2%
Healthcare 3.2%
Consumer Cyclical 3.2%
Consumer Defensive 2.8%
Communication Services 2.6%
Energy 1.4%
Utilities 0.8%
Basic Materials 0.4%